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AE Wealth Management LLC: P position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on P, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 71,338 P shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,338 shares
    Change vs previous 13F +4,075 shares

    0.03% of the 13F portfolio, value $5,620,648.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,263 shares
    Change vs previous 13F +57,955 shares

    0.02% of the 13F portfolio, value $3,971,178.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,308 shares
    Change vs previous 13F +2,181 shares

    <0.01% of the 13F portfolio, value $623,696.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,127 shares
    Change vs previous 13F -595 shares

    <0.01% of the 13F portfolio, value $597,312.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,722 shares
    Change vs previous 13F -2,057 shares

    <0.01% of the 13F portfolio, value $444,633.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,779 shares
    Change vs previous 13F +3,810 shares

    <0.01% of the 13F portfolio, value $432,916.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,969 shares
    Change vs previous 13F +1,719 shares

    <0.01% of the 13F portfolio, value $366,675.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,520.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).